| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 23,532 | $1.73M | $2.2M | $465,480.52 | 26.89% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,670 | $342,675.41 | $339,438.3 | -$3,237.11 | -0.94% |
| FTM F. Thomas Mosley Mosley Wealth Management | 87,063 | $8.48M | $7.98M | -$499,543.44 | -5.89% |
Kings Path Partners LLC Kings Path Partners LLC | 5 | $379.3 | $460.35 | $81.05 | 21.37% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 429 | $29,862.9 | $39,268.51 | $9,405.61 | 31.5% |
| BCF Bryan Charles Foronjy Foronjy Financial LLC | 2,228 | $211,706 | $205,544.14 | -$6,161.86 | -2.91% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 39,016 | $3.56M | $3.59M | $32,882.14 | 0.92% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 4,168 | $290,137.89 | $383,643.56 | $93,505.67 | 32.23% |